Prosperity Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Prosperity Consulting Group’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	29,028 +1,042	+4%	+$50.3K	0.06%	202
2025 Q4	$1.34M	Sell	27,986 -211	-0.7%	-$10.1K	0.06%	212
2025 Q3	$1.34M	Sell	28,197 -652	-2%	-$30.3K	0.07%	206
2025 Q2	$1.33M	Buy	28,849 +4,071	+16%	+$180K	0.1%	186
2025 Q1	$1.09M	Buy	24,778 +4,906	+25%	+$216K	0.08%	207
2024 Q4	$863K	Sell	19,872 -494	-2%	-$21.9K	0.07%	245
2024 Q3	$919K	Buy	20,366 +4,031	+25%	+$177K	0.07%	239
2024 Q2	$703K	Buy	16,335 +5,977	+58%	+$253K	0.1%	150
2024 Q1	$443K	Buy	10,358 +3,808	+58%	+$159K	0.06%	220
2023 Q4	$272K	Buy	+6,550	New	+$260K	0.09%	169

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Consulting Group's AOM Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.7% in Q1 2026, buying an estimated $50.3K and bringing the position to 29,028 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #202.

Prosperity Consulting Group first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Prosperity Consulting Group held 29,028 shares of iShares Core Moderate Allocation ETF worth $1.38M as of Q1 2026.
Prosperity Consulting Group bought 1,042 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $50.3K.
iShares Core Moderate Allocation ETF made up 0.06% of Prosperity Consulting Group's portfolio in Q1 2026, its #202 holding.
Prosperity Consulting Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.